Skip to main content
Ruby Insights bring everything that slows a clinic down into one connected workflow — lab cases coming due, stock running out, overdue invoices, pending treatment plans, and patients at risk of drifting away. Open the page in the morning and Ruby gives you a grounded read on the day, with one-click actions wherever there’s something to do.

​
One connected workflow

The insights page is organised as a single flow under the Ruby Insights header — no tabs to switch between. You read it top to bottom in three sections:

Plan ahead

Today’s daily brief plus the 30-day revenue forecast — the operational and financial outlook for the period ahead.

Collect

Overdue invoices, installment plans, and Ruby’s drafted reminders, ready to send by email or WhatsApp.

Recover

Pending treatment plans and at-risk patients, with re-engagement messages for each one.

​
Ruby Insights features

  • Daily brief — today’s lab cases, inventory alerts, appointment status breakdown, revenue snapshot, and patient-flow context. Lives in Plan ahead.
  • Revenue forecast — a 30-day projection with confidence level, trend, drivers, and risks. Lives in Plan ahead.
  • Payment reminders — staged, drafted reminders for overdue invoices, sendable by email or WhatsApp. Lives in Collect.
  • Treatment follow-ups — re-engagement messages for pending treatment plans. Lives in Recover.
  • At-risk patients — patients who haven’t visited in a while, scored and ready for outreach. Lives in Recover.
Ruby also works outside the insights page — the Patient Brief card on patient and appointment pages, and SOAP review and note editing tools inside the clinical note editor.

​
Shared caching across your clinic

Ruby Insights are cached per clinic and shared across all admins. The first person to open the page each day generates them; everyone else in the clinic sees the same result instantly. Each block shows a “Cached · X ago” badge with a Refresh button. The cache refreshes automatically at the end of the working day (Pakistan time) or after 24 hours, whichever comes first. Use Refresh any time you want an updated read — for example, after a batch of payments or new appointments.
The Patient Brief is the exception. It caches briefly in your own browser (around 15 minutes) rather than being shared across the clinic, because it’s tied to the specific patient you’re about to see.

​
Rate limit

Every clinic gets 15 Ruby generations per day, shared across all Ruby features.
Routine page loads no longer count toward the limit — only an explicit Refresh or Generate uses a generation. Opening a cached insight, or revisiting it later in the day, costs nothing.

​
How to use it

1

Open Ruby Insights

Navigate from the sidebar.
2

Start with Plan ahead

Read the daily brief and forecast — lab, inventory, and anything actionable is one click from the relevant module.
3

Work the Collect section

Send drafted reminders for overdue invoices by email or WhatsApp.
4

Finish with Recover

Follow up on pending treatment plans and reach out to at-risk patients.

​
Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.